Request A ConsultationToll Free (800) 770-4156

Michele Pensa

As an Investment Advisor Representative, Michele works closely with individuals and families to manage their financial portfolios and meet their retirement, college funding, and life insurance needs. Conservative investment management coupled with cash flow budgeting is the focus for the individualized investment plans she creates for her clients.

Michele earned a bachelor’s degree in economics from the University of Toronto and an MBA in finance from Duke University. She holds the Chartered Financial Analyst (CFA) designation and is licensed to sell both Life and Health insurance.

Michele draws from her corporate experience as a bond trader for Toronto-Dominion Bank and later as an assistant Treasurer at the University of Missouri System. Outside the office, Michele is an affiliate instructor at Metro State University of Denver where she teaches a finance class in insurance and risk management.

This is a proprietary website. and is not, associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. This site contains decision-support content and information about Medicare, services related to Medicare and services for people with Medicare. If you would like to find more information about the Medicare program please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov